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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,532 | $72,404+113.4% | $110,243+40.2% | $64,173+140.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.40% | -6.29%+13.7pp | 314.76%-307.4pp | 7.63%-0.2pp |
| Employer contribution / active EE | $16,308 | $2,282+614.8% | $3,827+326.2% | $2,381+585.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,624 | $5,664-53.7% | $8,548-69.3% | $4,887-46.3% |